Salesforce
The codeless CustomerLabs CDP +
Freshsales is a cloud-based CRM solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers. Key features include one-click phone, sales lead tracking, sales management, event tracking and more.
The Codeless CustomerLabs CDP + Freshsales integration will enable marketing teams to receive notifications about changes that happen to their Freshsales data in real time and sync the CRM data to thrid-party apps to trigger relevant marketing communication and much more.
Depending on the business requirement, Freshsales can either be configured as a Source or as a Destination in CustomerLabs CDP.
Freshsales as a Source
When configured as a Source, marketers can bring their Accounts, Leads, Contacts, Deals and all related data from Freshsales into Customerlabs CDP to enrich existing user profiles, create targeted segments & sync them with other marketing tools to personalize engagement.
How this integration will help accelerate marketing ROI
- Ability to sync enriched user profiles (customer data gathered across website, CRM, chat, ads etc.) with Facebook to achieve higher audience match rates than native integration
- Improve lookalike ad campaign performance by creating lookalikes of high-value customers (opportunities, closed/won etc.)
- Advertise only to your Ideal Customers by syncing CRM firmographic details with Facebook
- Trigger ads automatically based on the deal stage of your customers on Facebook, Linkedin & Google
- Visualize & attribute marketing efforts that played a pivotal role in the conversion and much more.
- View Documentation to see how you can integrate Freshsales with CustomerLabs CDP without writing a single line of code.
- Growth playbooks that you can implement with CRM data.
Freshsales as a Destination
When configured as a Destination, CustomerLabs CDP will send enriched user and account data gathered across website, email, marketing automation and live chat platforms to create an up to date and accurate customer data repository in Freshsales.
- Deliver contextual information to your sales teams
- Eliminate tedious & time consuming data entries and focus on conversion strategies
- Update CRM entries in real time
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